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Welcome!

Welcome to the website of Clear Vision Financial Planning. We hope you enjoy it. If there is anything you would like to see on the website, please let us know by commenting below or using the contact page.

Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.

The current pandemic has disrupted everyone’s lives. In line with government guidelines we have closed the office and are working remotely.

However, Clear Vision Financial Planning continues to be fully operational and able to conduct meetings virtually and remotely for the safety of our clients and ourselves. We are still available to help our clients manage their financial plan and investment strategy during this difficult time.

If you aren’t already a client and would like to find out how we may be able to help you during these turbulent times, please feel free to reach out for a confidential and commitment free conversation.